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FREE Report For Loan Officers, Credit Analysts, and Underwriters

GLOBAL TAX RETURN ANALYSIS GUIDE REVEALS...

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  • Spot red flags and ask insightful questions to enhance decision-making.
  • Obtain the required documents, statements, and returns the first time to ensure thorough, efficient analysis.
  • Recognize additional loan opportunities and pursue them confidently.

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Financial institutions who use lenders online training include

Ameris Bank
Twin River Bank
Sonora Bank

What readers have to say...


The manual, notes and case studies were very helpful.

The class was a great stepping stone for new and experienced lenders.

- Rebecca Williamson
Loan Support Specialist
Pierce Commerical Bank

“I just finished the audit with our federal and state regulators. They asked how we
are handling global analysis of tax returns and I broke out the manual I got from
Linda 14 years ago. It still holds up today as bulletproof for letting the examiners
​know we know what we are doing.”

- Rob Farrington
​SVP Commerical RE
America First CU

Meet the Founder

We believe you need to focus on the critical on-the-job training that
transfers your judgment and experience to those with less experience.

If your company is ready to delegate the basic training on tax return
analysis to a team that excels at this, we believe this resource demonstrates
our expertise and effectiveness.

Is your lending and credit environment getting more ​challenging? Start with this Quick Reference Guide today.

​-Linda Keith, Founder, Chief Credit Trainer

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